Fidelity Investments Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 22.3 8.2 1.5 7.1 14.7
Category Average 20.9 7.0 -0.2 6.7 13.1
Assets for Each Yr* 1,179.1 1,260.0 1,263.5 1,304.3 1,694.0
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 14.67 8.67 10.72

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,693,961 $2,500 4.1 95.9
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.6 47.44 0.80 Below Avg
International Stock 3.5 10.76 1.18 Average
Municipal Bond 3.5 1.92 0.63 Below Avg
Taxable Bond 3.7 15.45 0.71 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
20 23 35
11 5 7
1 14 4
Asset Allocation %
Cash 5.8
Stocks 68.2
Bonds 24.4
Other 1.6
Annual Turnover % 37
% Assets in Top 10 10.0
 
Sector Breakdown (% of stocks) 
Sensitive 40.0
Communication Services 2.8
Energy 4.6
Industrials 9.6
Technology 23.1
Cyclical 36.6
Basic Materials 3.9
Consumer Cyclical 12.7
Financial Services 17.1
Real Estate 2.9
Defensive 23.4
Consumer Defensives 7.3
Healthcare 14.0
Utilities 2.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-20-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 36.49 1.69
  Facebook Inc A* Technology 52.09 1.46
  Amazon.com Inc* Consumer Cyclical 31.08 1.20
  Alphabet Inc A* Technology 26.83 1.08
  Microsoft Corp* Technology 28.71 1.03
  Alphabet Inc C* Technology 28.04 0.90
  UnitedHealth Group Inc* Healthcare 30.98 0.71
  JPMorgan Chase & Co* Financial Services 17.68 0.66
  Amgen Inc* Healthcare 27.49 0.63
  Visa Inc Class A* Financial Services 38.48 0.60
  Bank of America Corporation* Financial Services 24.16 0.58
  Wells Fargo & Co* Financial Services 1.74 0.55
  Citigroup Inc* Financial Services 24.80 0.53
  NVIDIA Corp* Technology 84.86 0.48
  Berkshire Hathaway Inc A* Financial Services 16.07 0.43
  Salesforce.com Inc* Technology 44.46 0.43
  Johnson & Johnson* Healthcare 25.75 0.42
  Activision Blizzard Inc* Technology 74.27 0.38
  Tesla Inc* Consumer Cyclical 61.50 0.38
  Mastercard Inc A* Financial Services 41.66 0.36
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Best 5-Year Relative Performance | More
10-20-17

Longest Manager Tenure | More
10-20-17

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 27
Fidelity Advisor® Emerging Mkts Inc M John H. Carlson 22
Fidelity® New Markets Income John H. Carlson 22
Fidelity® Growth Company Steven S. Wymer 21
Fidelity® Real Estate Investment Port Steve J. Buller 20

Shortest Manager Tenure | More
10-20-17

Fund Name Manager Name Average Manager Tenure
Fidelity® OTC Sonu Kalra 0
Fidelity Advisor® Consumer Discret I Katherine Shaw 0
Fidelity Advisor® Global Strategies I Geoffrey Stein 0
Fidelity® Select Consumer Discret Port Katherine Shaw 0
Fidelity® Small Cap Stock K6 Lionel T. Harris 0
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